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Best financial advisors in Bowling Green State Univ, OH

Registered advisers within 25 miles of Bowling Green State Univ, OH.

Offices
332
Firms
110
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,057,059 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVE FINANCIAL DESIGNS, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HERITAGE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HUGHES FINANCIAL GROUP, LLC

Investors

Kristopher Shepherd
Jeffrey Edward Fallon
ADAM MICHAEL FALARDEAU
JERID ROBERT FRIAR
Madeson Lamlein
NATHAN D BREESE
Reece Thomas Tatchell
Chad E Plontz
Nathan M Lieb
David Eugene Boyk
LANCE ROBERT WOOD
STANLEY CLYDE RIGGS
NOLAN CHRISTOPHER DILL
Joshua Paul Zachman
BRIAN JAMES BOISSELLE
MARY ANN DAVENPORT-YANT
RYAN LEE DAUTERMAN
CARLETON AMASA HOLLISTER
JACKSON JAMES HOLLISTER
BRADEN LEE DAUTERMAN
Thomas Lee McArdle
Kevin Scot Cochrane
NICHOLAS ANDREW SNYDER
JAMES MAXWELL
Nathaniel Joseph Francis
Reed Daniel Geiger
GREGORY JAMES DURIVAGE
SASHA MARIE WRIGHT
CHARLOTTE BOWMAN SARGEANT
Zebradee Isadore Jackson
BRIAN KENNETH HUGHES

Within 25 miles of Bowling Green State Univ, OH, Best Investors lists 110 registered investment advisory firms with 332 offices nearby, managing about $11.5T in combined regulatory AUM across 3,057,059 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bowling Green State Univ

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM